LIA
LBMC Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.2M | Sell |
565,130
-751
| -0.1% | -$62.7K | 3.36% | 5 |
|
|
2025
Q1 | $42.8M | Buy |
565,881
+5,132
| +0.9% | +$388K | 3.35% | 5 |
|
|
2024
Q4 | $39.4M | Sell |
560,749
-2,861
| -0.5% | -$201K | 3.11% | 5 |
|
|
2024
Q3 | $44M | Buy |
563,610
+24,610
| +5% | +$1.92M | 3.48% | 5 |
|
|
2024
Q2 | $39.2M | Buy |
539,000
+5,678
| +1% | +$412K | 3.39% | 6 |
|
|
2024
Q1 | $39.6M | Sell |
533,322
-5,149
| -1% | -$382K | 3.43% | 6 |
|
|
2023
Q4 | $37.9M | Sell |
538,471
-20,696
| -4% | -$1.46M | 3.6% | 6 |
|
|
2023
Q3 | $35M | Sell |
559,167
-3,310
| -0.6% | -$207K | 3.72% | 6 |
|
|
2023
Q2 | $38M | Sell |
562,477
-26,775
| -5% | -$1.81M | 3.73% | 6 |
|
|
2023
Q1 | $39.4M | Buy |
589,252
+6,117
| +1% | +$409K | 3.98% | 6 |
|
|
2022
Q4 | $35.9M | Sell |
583,135
-1,951
| -0.3% | -$120K | 3.79% | 6 |
|
|
2022
Q3 | $30.8M | Buy |
585,086
+22,181
| +4% | +$1.17M | 3.55% | 6 |
|
|
2022
Q2 | $33.1M | Sell |
562,905
-23,585
| -4% | -$1.39M | 3.6% | 6 |
|
|
2022
Q1 | $40.8M | Buy |
586,490
+41,609
| +8% | +$2.89M | 3.61% | 6 |
|
|
2021
Q4 | $40.7M | Buy |
544,881
+179,757
| +49% | +$13.4M | 3.52% | 6 |
|
|
2021
Q3 | $41.7K | Sell |
365,124
-100,480
| -22% | -$11.5K | 3.9% | 6 |
|
|
2021
Q2 | $34.9M | Buy |
465,604
+96,894
| +26% | +$7.25M | 3.32% | 6 |
|
|
2021
Q1 | $26.6M | Buy |
368,710
+52,043
| +16% | +$3.75M | 2.8% | 6 |
|
|
2020
Q4 | $21.9M | Buy |
316,667
+28,365
| +10% | +$1.96M | 2.58% | 6 |
|
|
2020
Q3 | $17.4M | Buy |
288,302
+25,146
| +10% | +$1.52M | 2.41% | 8 |
|
|
2020
Q2 | $15M | Sell |
263,156
-51,848
| -16% | -$2.96M | 2.37% | 8 |
|
|
2020
Q1 | $15.7M | Buy |
315,004
+29,895
| +10% | +$1.49M | 2.93% | 7 |
|
|
2019
Q4 | $18.6M | Buy |
285,109
+18,681
| +7% | +$1.22M | 2.63% | 8 |
|
|
2019
Q3 | $16.3M | Buy |
266,428
+28,734
| +12% | +$1.75M | 2.47% | 8 |
|
|
2019
Q2 | $14.6M | Buy |
237,694
+50,728
| +27% | +$3.11M | 2.21% | 9 |
|
|
2019
Q1 | $11.4M | Buy |
186,966
+53,085
| +40% | +$3.23M | 1.8% | 10 |
|
|
2018
Q4 | $7.36M | Sell |
133,881
-63,448
| -32% | -$3.49M | 1.36% | 11 |
|
|
2018
Q3 | $12.6M | Buy |
197,329
+11,262
| +6% | +$722K | 2.02% | 9 |
|
|
2018
Q2 | $11.8M | Buy |
186,067
+25,883
| +16% | +$1.64M | 1.95% | 9 |
|
|
2018
Q1 | $10.6M | Buy |
160,184
+40,642
| +34% | +$2.68M | 1.83% | 10 |
|
|
2017
Q4 | $7.9M | Buy |
119,542
+18,833
| +19% | +$1.24M | 1.29% | 11 |
|
|
2017
Q3 | $6.46M | Buy |
100,709
+60,427
| +150% | +$3.88M | 1.12% | 14 |
|
|
2017
Q2 | $2.45M | Buy |
40,282
+13,037
| +48% | +$794K | 0.43% | 21 |
|
|
2017
Q1 | $1.58M | Buy |
+27,245
| New | +$1.58M | 0.28% | 23 |
|